Upflow

RATING:

4.8

(14)

About Upflow

Upflow is an account receivable automation solution designed to help businesses manage invoices and payment reminders using pre-defined templates. Administrators can gain visibility into outstanding amounts, aging balances, Days Sales Outstanding (DSO) and other metrics using a centralized dashboard. Using Upflow, organizations can track customers, payments and invoices from within a centralized workspace. Managers can schedule reminders for unpaid invoices and communicate with team members using comments. Additionally, businesses can provide a summary page for clients to ask questions and track paid or outstanding invoices. Upflow facilitates integration with various third-party systems such as Netsuite, Chargebee, QuickBooks and more. The product is available on mon...

Upflow Pricing

Discover: $0/month Grow: $489/month, $440/month (yearly billing) Scale: $978/month, $880/month (yearly billing) Enterprise: Get in touch

Starting price: 

$440.00 per month

Free trial: 

Available

Free version: 

Available

Gain visibility. Connect Upflow to your existing accounting tool in 1-click. Get real-time data on key A/R metrics with our comprehensive dashboards.
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Upflow Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for Upflow

1 - 5 of 14 Reviews

User Profile

Thomas

Verified reviewer

Wholesale, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2020

What an impressive software !

We gained a lot of time to send reminders to customers and most important we empower the sales rep/assistant with the importance of obtaining cash.

PROS

The software has been efficiently implemented (only a few weeks of work from both sides - Upflow and our software). In our company, sales representatives/assistant are in charge of using Upflow and they are all impressed by the time gained using this tool. Upflow team is always available for new developments allowing us to continue gaining time and efficiently.

CONS

More integration with our software will be always interesting. We continue to have regular contacts with Upflow team to have new improvements.

Reason for choosing Upflow

N/A

Reasons for switching to Upflow

Presentation of Upflow

Vendor Response

Hey Thomas, As you probably already know, we can do so much more with our integrations now. For instance, you can import, in real-time, Custom fields from your billing software of choice and use them in Upflow to customize your collection and filter your analytics even more. Thanks a lot for all your feedback and our constructive discussions to make sur Upflow always brings the best for its customers and yours. What's even cooler is that since your comment (march 2020), we've added a few integrations: Netsuite, Chargebeen, Xero, and Zuora. And we're not stopping there ;) Feel free to contact us again to set it up and offer new inputs: we love them. Talk soon The Upflow team

Replied June 2022

Charlène

Electrical/Electronic Manufacturing, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2020

Great discovery!

We have so much more customer feedback than before, we can see who is receiving and opening emails and who is not. we have a good relationship with the client, even if it is a collection process

PROS

It is very easy to use, it does not require a very good knowledge of software. It has a clear home page, you can see in a few clicks what you have to do, who has not yet paid, who needs a different reminder, etc...

CONS

It is quite difficult, at the beginning, to put the email in each invoice sending.

Reasons for switching to Upflow

Odoo is very difficult to use for the collection process, and it is unreliable.

Vendor Response

Hello Charlène, We're very happy to know that Upflow has allowed you to improve your collection performance and your relationships with your customers at the same time. Were you talking about customizing the email actions? If yes, you are provided with a template workflow to use and adjust. Let us know if we understood you well. Talk soon The Upflow team

Replied June 2022

MAUD

E-Learning, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2020

Upflow review

PROS

Easy to use and a very reactive customer service.

CONS

sometimes the robot dont read the customer name on the invoice so we need to complete it ourself.

Vendor Response

Hi Maud ! Thanks a lot for this review, we are very happy to count you as one of our first early user. Invoice/Customer linking based on the customer name is sometimes tricky. We recommend to use a unique customer id which is more robust. Let us know if you want to implement it ! Upflow team

Replied March 2020

Anaïs

Staffing and Recruiting, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2021

Tested and approved!

The main impact of using Upflow is the reduction of our DSO, we have gain about 15 DSO days since we implemented Upflow (with an increasing number of invoices issued).

PROS

Upflow has been a great help for us to save time and reduce our DSO. The platform is easy to use and to implement, we could easily connect it with our existing tools and processes (or replace some of them) and it is now one of our finance team's most widely used tools on a daily basis. Features we appreciate most is the centralization of recovery actions (based on customized recovery "workflows"), a precious help to make sure you don't miss out on any unpaid invoice, and the possibility to have analytics. The team is also very reactive and eager to collect feedbacks and continuously improve the platform!

CONS

I would say that all our recents feedbacks have already been implemented. It could maybe be great if we could customise the platform and datas even more (e.g. add "tags" to sort our customers by industries)

Vendor Response

Hello and thank you Anais! It's good to read that from the fast and easy implementation to the integration and daily usage, you are reaping the benefits of Upflow with a much reduced DSO and a lot of time saved. It's also great to see that you were able to keep improving your DSO while growing your business. Upflow is made to scale with you. As for the customization, I'm sure you've paid close attention to our recent releases and know that you can now import custom fields from your tool and use the tags that most fit your business. Can't wait for your next review ;) The Upflow team

Replied June 2022

Yuliya

Transportation/Trucking/Railroad, 1,001-5,000 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2020

User's opinium

PROS

* Helps quickly send the reminders * Easy to sort and store all the invoices * Easy to link each credit note to the appropriate invoice * Very helpful for audit and statistics in general * Excellent and fast service from the platform representative [SENSITIVE CONTENT HIDDEN] * Saves a lot of time

CONS

The only issue I have with Upflow is that our customers/agents often perceive my emails as a spam, seeing that my address is different: reminders@upflow.io

Vendor Response

Hi Yuliya, thanks for the feedback! We heard you, and since June 2020, you can send emails from your own domain and own email address. Let's set that up together?

Replied September 2020